- Deloitte (Jericho, NY)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- Deloitte (New York, NY)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- KeyBank (New York, NY)
- …clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current ... and responsibilities of the bank and to provide well-coordinated estate , tax, and financial planning alternatives to meet client's...Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal… more
- M&T Bank (Buffalo, NY)
- …credit, including but not limited to, custom residential mortgages and real estate related transactions, marketable securities, concentrated stock, real estate , ... structure client strategies using leverage to complement business, investment, tax, estate , and legacy plans. Utilize expertise to develop customized solutions to… more
- Neuberger Berman (New York, NY)
- **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the ... centralized planning group responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm.… more
- Guardian Life (Albany, NY)
- …funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 ... sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable planning… more
- Tompkins Community Bank (Rochester, NY)
- …Services-Ensure clients receive full-spectrum services: investment management, trust and estate planning, and financial planning. + Collaborate across Tompkins ... + Ensure delivery of complete wealth management services (investments, trust, estate , and financial planning). + Coordinate with other Tompkins Financial Corporation… more
- BlackRock (New York, NY)
- …expertise, both internally and externally, around the intersection of investing, taxes and estate planning + Framing of choices and solution set + Provide internal ... and prospects . Create client-friendly versions of research materials **Requirements:** + CFA, CFP , JD, CPA or experience as a wealth advisor a plus + Minimum… more
- Deloitte (New York, NY)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... by the Strategic Partnership Solutions practice include private equity, real estate , telecom, technology, healthcare, media & entertainment, energy, retail, and… more
- Deloitte (Jericho, NY)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... by the Strategic Partnership Solutions practice include private equity, real estate , telecom, technology, healthcare, media & entertainment, energy, retail, and… more